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iShares iBonds Dec 2031 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.59M
4
CIA
4
Capital Investment Advisors
Georgia
$38.8M
5
Jane Street
5
Jane Street
New York
$6.18M

Top Sellers

1
SL
1
Summitry LLC
California
$12.4M
2
Bank of America
2
Bank of America
North Carolina
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CCM
4
Coldstream Capital Management
Washington
$0
5
UBS Group
5
UBS Group
Switzerland
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRI
76
Michael S. Ryan Inc
New York
$749K +$524K +25,837 +233%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$741K +$2.35K +116 +0.3%
MA
78
Mutual Advisors
Nebraska
$723K +$209K +10,148 +41%
GCA
79
Gradient Capital Advisors
California
$703K +$36.8K +1,815 +6%
FNB
80
Farmers National Bank
Kentucky
$679K +$55.4K +2,728 +9%
SWM
81
Segment Wealth Management
Texas
$658K +$60.1K +2,960 +10%
MSWM
82
McGlone Suttner Wealth Management
Wisconsin
$656K -$516K -24,852 -44%
BEI
83
Benjamin Edwards Inc
Missouri
$642K +$127K +6,266 +25%
EWM
84
Executive Wealth Management
Michigan
$637K +$304K +14,987 +91%
SFS
85
Sowell Financial Services
Arkansas
$635K +$293K +14,530 +86%
GMFG
86
Greater Midwest Financial Group
Minnesota
$615K -$60.7K -2,899 -9%
BONH
87
Bank of New Hampshire
New Hampshire
$612K -$12.2K -600 -2%
ABC
88
Associated Banc-Corp
Wisconsin
$612K +$169K +8,325 +38%
SWP
89
Summit Wealth Partners
Florida
$601K +$9.31K +459 +2%
KHC
90
Koesten Hirschmann & Crabtree
Kansas
$579K – – –
LWM
91
Lyell Wealth Management
California
$559K +$168K +8,275 +43%
SWC
92
Spectrum Wealth Counsel
Indiana
$552K +$81.9K +4,036 +17%
BFG
93
Beacon Financial Group
Texas
$548K +$548K +26,987 New
BCM
94
Brookstone Capital Management
Illinois
$545K +$13.8K +671 +3%
Comerica Bank
95
Comerica Bank
Texas
$530K -$6.98K -344 -1%
TCCM
96
Timber Creek Capital Management
Massachusetts
$527K -$10.7K -526 -2%
CTWM
97
Cherry Tree Wealth Management
Minnesota
$509K +$232K +11,451 +84%
MBT
98
Montecito Bank & Trust
California
$505K +$202K +9,939 +67%
SFO
99
Stokes Family Office
Louisiana
$502K +$30.4K +1,500 +6%
IWC
100
Integrated Wealth Concepts
Massachusetts
$497K +$55.8K +2,748 +13%
2 3
4
5 6